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Insperity

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
301
Everence Capital Management
Indiana
-$219K -4,442 Closed
HighTower Advisors
302
HighTower Advisors
Illinois
-$217K -4,412 Closed
FB
303
Fulton Bank
Pennsylvania
-$207K -4,207 Closed
Daiwa Securities Group
304
Daiwa Securities Group
Japan
-$173K -3,523 Closed
HAP
305
Harbor Asset Planning
Massachusetts
-$141K -2,863 Closed
SAM
306
Securian Asset Management
Minnesota
-$131K -2,669 Closed
AAG
307
Accordant Advisory Group
Maryland
-$59K -1,200 Closed
BC
308
Bayforest Capital
United Kingdom
-$58K -1,178 Closed
CIAM
309
Caitong International Asset Management
Hong Kong
-$47.4K -964 Closed
FIA
310
FNY Investment Advisers
New York
-$40K -818 Closed
PS
311
Principal Securities
Iowa
-$14.6K -296 Closed
WIM
312
Westside Investment Management
California
-$12.6K -256 Closed
RA
313
Rise Advisors
New York
-$8.55K -174 Closed
SIC
314
Salem Investment Counselors
North Carolina
-$8.27K -168 Closed
QL
315
Quarry LP
New York
-$6.15K -125 Closed
T. Rowe Price Investment Management
316
T. Rowe Price Investment Management
Maryland
-$3K -50 Closed
National Bank of Canada
317
National Bank of Canada
Quebec, Canada
-$1.92K -39 Closed
WANY
318
Wealthspire Advisors (New York)
New York
-$1.92K -39 Closed
SAM
319
Smartleaf Asset Management
Massachusetts
-$931 -19 Closed
BIA
320
Bell Investment Advisors
California
-$591 -12 Closed
BFS
321
Bare Financial Services
Pennsylvania
-$492 -10 Closed
FFO
322
Fortitude Family Office
Arizona
-$295 -6 Closed
CAL
323
Capital Advisors Ltd
Ohio
-$40 -1 -17%
HIA
324
HFM Investment Advisors
New Jersey
-$49 -1 Closed
RWS
325
Retirement Wealth Solutions
Wisconsin
-$54 -1 Closed